Using the Data Tool

The definitive guide to using Ninety's Data tool to organize and monitor your team's KPIs.

Written by Tommy Mains

Updated at April 18th, 2025

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Table of Contents

The Data Tool Operating Scorecards According to Your User Role Data Tool Overview What Are KPIs Navigating the Data Tool Organizing Scorecards with Groups Creating and Updating KPIs Creating Smart (Calculated) KPIs Customizing Your Team's Scorecards with Settings The KPI Manager Bulk Actions in the Data Tool Forecasting and Setting Custom Goals Removing and Deleting KPIs Printing and Exporting Scorecards to PDF Exporting Your Scorecards to a Spreadsheet Frequently Asked Questions (FAQs)

The Data Tool

The Data tool simplifies setting up and managing your team’s Scorecard to keep track of goals on five levels:

  1. Organization-wide
  2. Leadership Team
  3. Departmental
  4. Teams
  5. Individuals

Reviewing the Data tool every week is a critical function of team meetings. 

 

Operating Scorecards According to Your User Role

The functionality of the Data tool changes based on each user's role in Ninety. Click here for a basic understanding of user permissions for this tool. In short, all licensed users can view and operate their assigned KPIs, while users with Manager or higher level permissions can add KPIs and groups to Scorecards and adjust settings.

 

 

Data Tool Overview

Use the Data tool to organize your team's key metrics into KPI groups, set targets, and monitor progress with Weekly, Monthly, Quarterly, and Annual Scorecards.

 

What Are KPIs

A Key Performance Indicator (KPI) is a quantifiable metric used to evaluate the success of an organization, team, or Seat in meeting agreed-upon performance objectives. While KPIs are metrics, not all metrics are KPIs. KPIs are only the most essential (or key) metrics. 

 

Learn more about making data a superpower for your organization with our free On Data Guide.

 

 

Use the following filters to display your KPIs the way that works for you and your team.

  • Team — Many users are on several teams in Ninety; ensure you have the correct team selected here.
  • Date range — Each Scorecard has its own default setting, but you can select any option from the dropdown to analyze your data as needed.
  • Periods (Weekly Scorecard only) — Change the reporting period from 1-week columns to 4- or 13-week groupings to see trailing reporting periods.
  • Ascending or Descending Toggle — Click the left arrow to view dates from the start of the reporting period to the end, or the right arrow to view dates from the end of the reporting period (often the current period) to the start.

 

 

Multiple Scorecards

The Data tool gives each team in Ninety four Scorecards. Each Scorecard (Weekly, Monthly, Quarterly, and Annual) hosts its own set of KPIs, which are organized by groups.

KPIs cannot be automatically converted into another Scorecard. For example, Weekly KPIs cannot be displayed on the Monthly, Quarterly, or Annual Scorecards.

 

Default KPIs On Scorecards

Ninety automatically adds 20 financial metrics to the Leadership Team's quarterly Scorecard. Click on each KPI to learn more from its details card.

These are items we have observed as being extremely important to company growth, including:

  • Key financial metrics
  • Subjective performance ratings
  • Proficiency in each of the 9 Core Competencies

All other Scorecards are blank when you create your account.

 

Organizing Scorecards with Groups

Organizing Scorecards with Groups

There are several ways to keep your team's Scorecards organized, including creating KPI groups and reorganizing KPIs.

Previously, you may have divided groups of KPIs with line breaks. Our updated tool automatically moved your KPIs into groups based on how you placed line breaks. With the Combine all groups button, you'll have a one-time option to combine all your KPIs into a single group.

 

 

Creating KPI Groups

Keep your Scorecards organized by creating groups. Each group can house similar KPIs to make reviewing your Scorecard as easy as possible. You can include up to 20 groups on each of your Scorecards. You may want to create a group for each team member, Seat, or goal. For example, a sales team may have a KPI group that includes a KPI from each sales Seat holder.

To create a new group:

  1. Click New Group on the far right of the Filters bar.
  2. Name the group.
  3. (Optional) Write a description for the group.
  4. Click Save.

To edit a group's details, click the ellipsis on the top right of the group's card. Then, click Edit group details. To delete it instead, click Delete group.

 

Expanding and Collapsing Groups

While viewing data, click the diagonal arrow to expand or collapse a group.

 

 

Reorganizing Groups

To manage the order of your KPI groups:

  1. Click the ellipsis on the far right of the Filters bar.
  2. Click Edit group order.
  3. Click and hold the six-dot icon on the left of the group's row to drag and drop groups in the popup.
  4. Click Save.

The order of your KPI groups carries over to your team's meeting agenda, so team leaders should organize the Scorecards accordingly.

 

Reorganizing KPIs

You can drag and drop a KPI within its group by clicking and holding the dots on the far left of the KPI's row and then releasing your click in its new location.

To send a KPI from one group to another:

  1. Right-click the KPI.
  2. Click Move to group… from the dropdown.
  3. Select a group from the dropdown.
  4. Click Move.

 

Creating and Updating KPIs

Creating and Updating KPIs

Any licensed user can update KPIs on one of their team's Scorecards, but only users with Manager or higher permissions can create new KPIs and organize Scorecards.

 

Video Overview of the Data Tool

 

Adding KPIs to Your Team's Scorecard

There are two ways to populate your team's Scorecard with KPIs:

  • Creating brand new KPIs.
  • Adding KPIs already created by your organization.

 

Creating New KPIs

To create a new KPI in a group:

  1. Click the New KPI button on the top right of the group's card.
  2. Select Create New KPI from the dropdown.
  3. Enter the title and other information.
  4. Click Save.

 

 

📖 Read this article to learn about smart KPIs.

 
 

Adding Existing KPIs

To add a KPI from another team's Scorecard or a previously created KPI to your team's Scorecard, click Add existing KPI at the bottom left of the card, or:

  1. Click the New KPI button on the top right of the group's card.
  2. Click Add Existing KPI.
  3. Search for and then click the KPI you wish to add.
  4. Click Add.
 
 

 

Editing KPIs

To edit an existing KPI:

  1. Click Data from the left navigation.
  2. Select a team from the dropdown.
  3. Click on a KPI's title to open its details card.
  4. Change any of the following details:
    1. Title
    2. Description
    3. Unit of measurement
    4. Goal information
    5. KPI owner and their Seat
    6. Make it smart
  5. Click Save.

 

Learn how to use your existing KPIs as variables to automatically calculate KPI data from the article below.

Read More

 

 

Adding Notes to a KPI's Entry

All licensed users can add notes to KPIs. Having notes available to provide extra context for a KPI's progress over time helps save time in meetings by having documentation readily available.

To add a note to a KPI:

  1. Click Data from the left navigation.
  2. Choose your team from the dropdown.
  3. Choose a Scorecard (Weekly, Trailing, Monthly, Quarterly, or Annual).
  4. Right-click a cell.
  5. Click Set custom Goal or note.
  6. Write your notes.
  7. Click Save.

 

Editing any instance of a KPI changes it on every Scorecard.

 

 

KPI Examples

Ninety's leadership team recommends having every Seat in the organization own 3-5 KPIs. While KPIs can look different depending on your industry and many other factors, we wanted to offer some examples.

 

Net profit example

To create a pre-calculated metric tracking your company's Net Profit, you can create a smart KPI using pre-existing KPIs tracking your Total Revenue and Total Expenses over a given time period.

Step 1

First, you'll need to decide the time scope for your Net Profit KPI by selecting one of the following Scorecards:

  • Weekly
  • Monthly
  • Quarterly
  • Annual

Step 2

Next, create KPIs for Total Revenue and Total Expenses.

  1. Click Data from the left navigation.
  2. Click the desired Scorecard to add the KPIs to (Weekly, Monthly, Quarterly, or Annual).
  3. Click New KPI.
  4. Write the KPI's title.
  5. Add the KPI's owner using the person icon on the top left of the details card or with the corresponding dropdown.
  6. Write a goal for the KPI.
  7. Click Save.
  8. Populate any number of reporting periods for each KPI.

Step 3

Finally, create the Net Profit smart KPI.

  1. Click New KPI.
  2. Add a title, goal, and accountable team member.
  3. Toggle on Smart KPI.
  4. Click Add KPI.
  5. Click your Total Revenue KPI from the list.
  6. Click the minus (-) sign.
  7. Click Add KPI.
  8. Click your Total Expenses KPI from the list.
  9. Click Save.

The new KPI will automatically calculate your Net Profit for every reporting period, using data from the previous two KPIs.

 
 

Expenses as a percentage of revenue Example

To create a pre-calculated metric tracking your company's expenses as a percentage of revenue, you can create a smart KPI using pre-existing KPIs tracking your Total Revenue and Total Expenses over a given time period.

Step 1

First, you'll need to decide the time scope for your Expenses as a Percentage of Revenue KPI by selecting one of the following Scorecards:

  • Weekly
  • Monthly
  • Quarterly
  • Annual

Step 2

Next, create KPIs for Total Revenue and Total Expenses.

  1. Click Data from the left navigation.
  2. Click the desired Scorecard to add the KPIs to (Weekly, Monthly, Quarterly, or Annual).
  3. Click New KPI.
  4. Write the KPI's title.
  5. Add the KPI's owner using the person icon on the top left of the details card or with the corresponding dropdown.
  6. Write a goal for the KPI.
  7. Click Save.
  8. Populate any number of reporting periods for each KPI.

Step 3

Finally, create the Expenses as a Percentage of Revenue smart KPI.

  1. Click New KPI.
  2. Add a title, goal, and accountable team member.
  3. Toggle on Smart KPI.
  4. Click Add KPI.
  5. Click your Total Expenses KPI from the list.
  6. Click the division (/) sign.
  7. Click Add KPI.
  8. Click your Total Revenue KPI from the list.
  9. Click the multiply (*) sign.
  10. Click Add Number
  11. Type in “100”.
  12. Click the check mark or press your enter/return key.
  13. Click Save.

The new KPI will automatically calculate your Expenses as a Percentage of Revenue for every reporting period, using data from the previous two KPIs.

 
 

 

 

 

Creating Smart (Calculated) KPIs

Creating Smart KPIs

Smart KPIs allow users to automatically perform calculations and input scores by forming mathematical expressions, which can include using existing KPIs as variables. Smart KPIs can use the following basic mathematical operators, including order of operations formulas with parentheses:

  • Addition
  • Subtraction
  • Multiplication
  • Division

To create a new smart KPI or adapt an existing KPI, click the Smart KPI toggle on the KPI's details card.

 

 

Smart KPI Features

Click through the tabs below to learn about Smart KPI features.

Adding KPIs as Variables

The core of Smart KPIs is the ability to utilize your KPIs as variables. 

Example: You are already capturing “Sales” and “Cost of Goods Sold” on your Scorecard and want to generate “Gross Profit” automatically. The following directions follow this example.

  1. Click Data from the left navigation.
  2. Click New KPI on the intended KPI group.
  3. Click Create and Add a New KPI.
  4. Name the KPI “Gross Profit.”
  5. Toggle on Smart KPI.
  6. Click Add KPI.
  7. Search for and click your existing “Sales” KPI.
  8. Select the subtract operator.
  9. Click Add KPI.
  10. Search for and click your “Cost of Goods Sold” KPI.
  11. Create a Goal (a specific number, range, etc.).
  12. Optional: Assign the KPI's Owner.
  13. Click Save.
 
 

Adding Constant Variables

Constants allow you to treat numbers the same for each calculation.

Example: You want to calculate a “daily average” by dividing your Weekly KPI by seven.

  1. Click Data from the left navigation.
  2. Click the plus sign next to the time interval listed (Weekly, for example).
  3. Click Create and Add a New KPI.
  4. Name the KPI “Daily Average.”
  5. Toggle on Smart KPI.
  6. Click Add KPI.
  7. Search for and click your existing “Weekly Sales” Measurable.
  8. Click the division operator.
  9. Click Add Number.
  10. Enter the number seven (7) and click the checkmark.
  11. Create a Goal.
  12. Optional: Assign the KPI's Owner.
  13. Click Save.
 
 

Clearing Formulas

There are two options for deleting aspects of your Smart KPI formula.

  • Click the Backspace button in the window to remove one element at a time, starting from the end of the formula.
  • Click the X (Clear All) button to empty the formula field.
 
 

 

Permissions Needed

Only users with the role of Manager and above can add or edit KPIs to the Scorecard, including smart KPIs.

 

 

Frequently Asked Questions (FAQs)

Do the KPIs used as variables need to be on the same Scorecard as the smart KPI?

No, KPIs used as variables do not need to be on the same Scorecard as the smart KPI. As long as those KPIs are maintained to stay up-to-date somewhere in Ninety (other than the archive), the smart KPI can access their data. 

 
 

What happens if the KPIs used as variables are missing data?

If the KPIs used as variables are missing data or are otherwise not maintained, the individual cells affected will display an “Invalid” error.

 
 

 

 

Customizing Your Team's Scorecards with Settings

Customizing Your Team's Scorecards with Settings

Users with Manager or higher permissions can customize their team's Scorecards with Settings.

 

To customize your team's Scorecard settings:

  1. Click the ellipsis on the far right of the Filters bar.
  2. Click Settings.
  3. Toggle off Use company default settings.

From there, you can adjust the settings described in the tabs below.

Show Current Period

To hide the current week’s column from your team’s Scorecard, toggle off Show current period.

 
 

KPI Status Inidicator

When the KPI status colors toggle is toggled on, a new column appears on each Scorecard displaying a staus indicator icon. Click on the icon to see a trendline for the KPI over the date range selected. The status indicator's color and symbol are based on each KPI's  goal — often called its target.

Red indicates the KPI was off track for the previous three reporting intervals.

Orange indicates the KPI was off track at least once over the previous three reporting intervals.

Green indicates the KPI has been on track for the previous three reporting intervals.

 
 

Owner Column

Enabling the Owner column adds a column to all the team's Scorecards to show which user is accountable for each KPI.

 
 

Total Column

Enabling the Total column adds a column to all the team’s Scorecards to show the sum total of each KPI.

To change the number of reporting periods for the KPIs on a Scorecard, click the Periods dropdown on the Filters bar.

 
 

Average Column

Enabling the Average column adds a column to all the team’s Scorecards to show the average score of each KPI.

To change the number of reporting periods for the KPIs on a Scorecard, click the Periods dropdown on the Filters bar.

 
 

Goal Column

Enabling the Goal column adds a column to all the team’s Scorecards to show the goal (target) score of each KPI.

 
 

Weekly Start Day

Choose the start day for Weekly KPIs that best fits your organization.

There are two ways to change your Scorecard’s start day, changing it in the Data tool or changing it organization-wide through company settings.

To change it in the Data tool:

  1. Click Data from the left navigation.
  2. Click the ellipsis on the far right of the Filters bar.
  3. Click the KPI Weekly Start Day dropdown.
  4. Select a weekday.
 
 

Resizing Columns

Click and drag to resize any of the following columns in a KPI group:

  • Title
  • Goal
  • Average

You can also expand both the Goal and Average columns at the same time by clicking and dragging the line just before the printed year on the top row of a KPI group.

Double-click one of the above columns to instantly resize a column based on the length of its text.

 
 

 

Freezing and Hiding Columns

The Goal, Average, and Total columns are frozen, so they'll remain in place as your scroll horizontally through your data.

From the Data tool's settings, users with the manager role or above can hide any of the following columns from their team's Scorecard:

  • Goal
  • Average
  • Total
  • Owner
 

 

 

Company-Wide Settings

Admins, Owners, and Coaches can set company-wide Scorecard settings from the Configuration page in the Data section of Feature Controls.

Any teams using company default settings match the options here for:

  • Average Column
  • Total Column
  • Status Color Indicator
  • Weekly Start Day

 

The KPI Manager

The KPI Manager

KPI Manager

Our KPI Manager is a centralized hub designed to simplify the way you manage your organization's KPIs. Accessible to users with Admin, Owner, or Coach roles only, this tool allows you to organize, filter, and update KPIs efficiently. With the ability to view all active and archived KPIs in one place, users can:

  • Streamline the cleanup of outdated or irrelevant KPIs.
  • Sort and filter KPIs by metadata like owner, last updated date, or location.
  • Perform bulk actions to save time and effort.

 

 

Key Features Overview

The KPI Manager includes several robust features to enhance your KPI management experience:

  • Comprehensive KPI List: View all active and archived KPIs across your organization.
  • Filtering Options: Sort KPIs by owner, title, last updated date, or type (for example, Smart KPIs).
  • Bulk Actions: Duplicate, archive, delete, re-assign, create a To-Do, or create a an Issue from one or more KPIs simultaneously.
  • Detail Editing: Access detailed KPI information and make updates directly from the tool.
  • Quick Actions: Use the ellipsis menu for individual KPI actions, such as editing or archiving.

Managing Your KPIs — Step-by-Step Instructions

To access the KPI Manager:

  1. Click Data from the left navigation.
  2. Click Go to KPI Manager on the filters bar. 

Managing KPIs with Bulk Actions

Easily manage one or more of your KPIs by performing any of the following functions:

  • Duplicate (copy)
  • Archive (send to the archive)
  • Delete (permanently remove)
  • Re-assign (assign a new owner)
  • Create a To-Do
  • Create an Issue

To perform one of the above options:

  1. Click any number of the checkboxes shown in the first column of each KPI's row.
  2. Right-click one of the selected KPIs or click the Select Action button on the top right of the table.
  3. Choose an option from the dropdown.

 

Deleting a KPI will permanently remove it from your account. Consider archiving old or unused KPIs instead to continue referencing them in the future.

 

 

Use the "Show" dropdown at the bottom-right corner of the table to adjust how many KPIs are visible at a time. Selecting all checkboxes will only include the visible KPIs on the page.

To work with a single KPI, simply click the ellipsis on the far right of its row.

 
 

Filtering KPIs

Use the dropdowns and search textbox in the filters bar to sort your organization's KPIs. You can apply filters such as:

  • Owner: Filter by specific KPI owners.
  • Last Updated: Identify KPIs by their most recent activity.
  • Type: Sort by Smart KPIs, currency metrics, or other classifications.

 

Combine multiple filters to quickly locate specific KPIs.

 
 
 

Creating

To create a New KPI from the KPI Manager:

  1. Click the New KPI button near the top right of the page.
  2. Fill in the required fields (such as title and owner).
  3. Click the Save button on the bottom of the panel.
 
 

Editing

To edit a KPI from the KPI Manager:

  1. Locate the intended KPI.
  2. Click anywhere on a KPI's row to open its details card.
  3. Update any field (such as owner, team, or location).
  4. Click the Save button on the bottom of the panel.
 
 

Archiving

The KPI Manager is the only place where you can archive a KPI.

To archive a KPI from the KPI Manager:

  1. Locate the intended KPI.
  2. Right-click the intended KPI.
  3. Select Archive from the dropdown.

If you start archiving a KPI that is part of a formula used in a smart KPI, you'll receive an extra warning explaining the archiving this KPI will cause invalid calculations for the smart KPI.

 
 

 

Frequently Asked Questions (FAQs)

Why can’t I see some KPIs in the manager?

Ensure you have the necessary permissions (Admin, Owner, or Coach) to access all KPIs.

 
 

What happens when I delete a KPI?

Deleted KPIs are permanently removed and cannot be recovered. Use the archive option if you may need the KPI in the future.

 
 

Can I restore an archived KPI?

Yes, you can unarchive KPIs by accessing the archived list and updating their status.

 
 

What does “Last Reported” mean?

The "Last Reported" column shows the most recent date a value was entered for the KPI on a scorecard.

 
 

 

 

 

Bulk Actions in the Data Tool

Bulk Actions in the Data Tool

You can perform the following actions with one or more KPIs from a single group:

  • Move to a different group (on the same Scorecard)
  • Duplicate
  • Create a To-Do
  • Create an Issue
  • Remove from the group (this option does not delete KPIs)

 

To perform one or more of the above actions:

  1. Click one or more checkboxes from KPIs on your Scorecard in the same group.
  2. Click the Select action button from the top of the same group.
  3. Choose the action.

 

Forecasting and Setting Custom Goals

Forecasting and Setting Custom Goals

Over time, you may need to adjust a KPI's target. We've developed a number of features so you can keep your Scorecards accurate and relevant to your team's needs.

 

How to Set a Permanent Future Goal/Target

Use the Set new future Goal feature to change a KPI's goal from a specific date forward. This method will maintain the integrity of your KPI under the previous goal while allowing you to monitor future progress better. This feature is not available for smart KPIs.

  1. Click Data from the left navigation.
  2. Choose your team from the dropdown.
  3. Choose a Scorecard (Weekly, Trailing, Monthly, Quarterly, or Annual).
  4. Right-click the KPI's row anywhere to the left of the reporting periods.
  5. Select Set new future Goal from the dropdown.
  6. Enter a new target in the Goal field.
  7. (Optional) You may change the goal orientation rule with the dropdown.
  8. Click Save & Reload.

As noted in the popup, all previous scores will be automatically updated to be custom goals to reflect the previous target.

 

How to Set a Custom Goal for a Single Reporting Period

You can create a custom goal on a specific reporting period of a KPI to account for absences, holidays, and other exceptions.

To customize a KPI's goal for a single reporting period:

  1. Click Data from the left navigation.
  2. Choose your team from the dropdown.
  3. Choose a Scorecard (Weekly, Trailing, Monthly, Quarterly, or Annual).
  4. Right-click a cell.
  5. Click Set custom Goal or note.
  6. Enter a custom goal number.
  7. Click Save.

 

Goal Forecasting

Modify the Date range dropdown to add forecasted targets for your KPIs. Either of the following date range options provides an opportunity to forecast goals (targets) for your KPIs:

  • Current Quarter
  • Current Year

Either selection adds additional blank cells to your Scorecard. In any cell representing a future date, you can enter a projected value for the KPI.

For example, on your weekly Scorecard, click the Date range dropdown and select Current Year. Then, each group on your Weekly Scorecard will have a cell for every week of the calendar year. When you click a cell of a future date, you can enter a custom goal for that reporting period; if the KPI's goal is a range, you'll enter a customized minimum and maximum goal for that reporting period.

 

Removing and Deleting KPIs

Removing and Deleting KPIs

Maintaining clean, relevant Scorecards is essential to the Data core competency. Teams should regularly review the KPIs on their Scorecards to ensure they're displaying the information the team needs to see at a glance to review:

  • The health of the organization
  • Progress on quarterly or annual goals
  • Necessary analytics

 

Removing KPIs

There are two ways to remove a KPI from a Scorecard. 

  • Permanently delete a KPI
  • Remove a KPI from a single Scorecard

 

Permanently Delete

Only a KPI's owner can delete it. 

  1. Click My 90 from the left navigation.
  2. Right-click the KPI you want to delete.
  3. Click Delete KPI from Scorecard.
  4. Click I understand… Delete anyway.

Deleting a KPI removes it from each Scorecard it's on, any Processes it's linked to, and your Vision if it's used there.

 
 
 

Remove from a Scorecard

To remove a KPI from a Scorecard, any licensed user on the team can:

  1. Click on the checkbox of the KPI you want to remove.
  2. Right-click the KPI.
  3. Click Remove from group.
 
 

 

 

Printing and Exporting Scorecards to PDF

Printing and Exporting Scorecards to PDF

The data you put into Ninety is yours. Any licensed user can print their team's Scorecards or export them to a downloadable PDF.

 

How to Export Scorecards to a PDF

Follow these steps to create a PDF containing all the KPI groups on the selected Scorecard.

  1. Click Data from the left navigation.
  2. Use the Team dropdown to choose the relevant team.
  3. Select one of the team's Scorecards (Weekly, Monthly, Quarterly, or Annual).
  4. Select the desired date range from the Date range dropdown.
  5. Click the ellipsis at the far right of the filters bar ().
  6. Select Print PDF  () from the dropdown.

 

How to Print the PDF

Once you have downloaded the PDF, follow these steps to print it:

  1. Open the file using a PDF viewer such as Adobe Acrobat, Preview (Mac), or a web browser.
  2. Go to file> Print or press Ctrl + P (Windows) / Cmd + P (Mac) to open the print dialog.
  3. Ensure the correct printer is selected.
  4. Choose the appropriate page size.
  5. Set orientation (Portrait/Landscape) based on the layout.
  6. Adjust margins and scaling if necessary for better readability.
  7. Click Print to complete the process.

 

 

Exporting Your Scorecards to a Spreadsheet

Exporting Your Scorecards to a Spreadsheet

Exporting your team's Scorecards to a .csv file to load in spreadsheet applications is simple. Follow the steps below to try it yourself.

 

Exporting Scorecards to a .csv File

To export one of your team's Scorecards into a .csv file:

  1. Click Data from the left navigation.
  2. Use the Team dropdown to choose the relevant team.
  3. Select one of the team's Scorecards (Weekly, Monthly, Quarterly, or Annual).
  4. Select the desired date range from the Date range dropdown.
  5. Click the ellipsis at the far right of the filters bar ().
  6. Select Export as CSV from the dropdown.

 

The exported spreadsheet has one tab containing the following information:

  • KPI group name
  • Status
  • Title
  • Description
  • Owner
  • Goal
  • Average
  • Total
  • Reporting period date(s)

 

Frequently Asked Questions (FAQs)

What happened to trailing Scorecards?

We've made trailing Scorecards easier than ever; you can still view your KPIs in trailing 4- or 13-week intervals to see trends over time.

The trailing scorecard was a temporary solution in the previous iteration of the Data tool. You can achieve a similar effect by clicking the Period dropdown and selecting 4-week (read-only) or 13-week (read-only).

 
 

How do I change a KPI's owner?

There are two ways to change a KPI's owner:

  1. Click the KPI's title to open its details card.
  2. Click the profile photo on the top right of the card.
  3. Hover over a Seat from the dropdown.
  4. Click one of the users who occupy that Seat.

Or:

  1. Click the KPI's title to open its details card.
  2. Click the KPI Owner dropdown toward the bottom of the details card.
  3. Choose a Team Member.
  4. (Optional) Select the relevant Seat from the Seat dropdown if this user sits in multiple Seats.
 
 

What does it mean to own a KPI?

To “own” a KPI means to be accountable for its success. Each KPI's owner has their profile picture featured on the Scorecard. KPI owners should create an Issue about their KPI whenever it’s off track, needs updating, or has consistently surpassed its target.

 
 

How do I move a KPI from one group to another?

To move a KPI from one group to another:

  1. Right-click the KPI.
  2. Click Move to group… from the dropdown.
  3. Select a group from the dropdown.
  4. Click Move.
 
 

How do I enter my KPI's scores?

All licensed users can be assigned KPIs and input data for any of their team's KPIs. Input scores for your KPIs from the My 90 page or the Data tool page. The My 90 workspace shows all the KPIs you own across every team. 

To add scores in My 90:

  1. Click My 90 from the left navigation.
  2. Scroll to the Scorecard section.
  3. Type in your scores to the corresponding KPI and reporting period cell.
    1. Click the Period Interval dropdown to access your Trailing, Monthly, Quarterly, and Annual Scorecards.

To enter scores using the Data tool:

  1. Click Data from the left navigation.
  2. Choose a team from the Team dropdown.
    1. Click another Scorecard tab to switch away from the Weekly Scorecard.
  3. Locate the KPI.
  4. Type the score in the reporting period cell.
    1. Press your tab key to move one cell to the right or press shift + tab to move one cell to the left.
 
 

Does an empty week indicate that a goal was “missed”?

Yes, if a reporting period is left blank, the goal would be counted as “missed” for that reporting period.

 
 

Does the status indicator take custom goals into account?

Yes, the status indicator does take custom goals into account.

 
 

What timezone is used to calculate score periods?

The Data tool uses the UTC timezone to calculate reporting periods.

 
 

When does each quarter start? How is the quarter start date determined?

  • Q1 (First Quarter): Starts on January 1st
  • Q2 (Second Quarter): Starts on April 1st
  • Q3 (Third Quarter): Starts on July 1st
  • Q4 (Fourth Quarter): Starts on October 1st
 
 

Can I set the Annual Scorecard to a customized fiscal year instead of the calendar year?

Setting a customized fiscal year is not currently possible. We’d love to hear from you if this feature would benefit your organization. Submit a feature request to help raise its priority.

To submit a feature request, click Provide Feedback from the bottom of the left navigation.

 
 

How do I remove the current week from appearing on my Scorecard?

To remove the current week from your Scorecard:

  1. Click Data from the left navigation.
  2. Choose your team from the dropdown.
  3. Click the gear icon on the right of the Filters bar.
  4. Click the Hide current week toggle on.

 
 

What about OKRs, or how can I use a Scorecard to monitor my OKRs?

Objectives and Key Results (OKR) is a popular framework for focusing resources on completing specific goals. Our users can capture their OKRs as Rocks or goals in their team's Vision and turn several of the listed key results into KPIs to monitor on their Scorecard.

For example, if you're projecting an incoming growth and hiring period, you may want to ensure your onboarding process is effective, so you could have a version of the following OKR: 

Objective: We will improve our onboarding process by the end of the quarter.
Key Results: 

  • Conduct stay interviews with existing team members.
  • Create Seat-specific onboarding checklists.
  • Obtain above 90% completion rates on onboarding checklists.

All three of these key results can be turned into KPIs. Here's an example of a KPI from the first key result:

  1. Stay Interviews
    1. Description: Complete a stay interview with each team member to inform new onboarding processes. Our goal is to conduct five interviews each week throughout the quarter.
    2. Unit: Number
    3. Goal: 5
    4. Goal orientation: Greater than or equal to goal
 
 
using scorecards essentials

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